See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,114 | $84,696-34.9% | $75,696-27.2% | $167,490-67.1% |
| Participation rate | 68.2% | 77.8%-9.7pp | 74.8%-6.7pp | 82.1%-13.9pp |
| Annual return | 14.68% | 199.36%-184.7pp | 104.53%-89.9pp | 478.56%-463.9pp |
| Employer contribution / active EE | $4,005 | $3,230+24.0% | $2,743+46.0% | $4,837-17.2% |
| Participant deferral / active EE | $6,751 | $4,580+47.4% | $3,821+76.7% | $6,341+6.5% |
| Admin fee / account holder | $23,513 | $5,355+339.1% | $3,619+549.7% | $12,309+91.0% |